Morgan Stanley ETF Trust - EVMO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,685,999 | 237,744 | 0.01% | 0.01% | 1 | +411,225 | 9.62% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,935,015 | 98,172 | 0.03% | 0.02% | 2 | +259,730 | 15.5% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 714,503 | 36,250 | 0.45% | 0.46% | 3 | +10,767 | 1.53% | Q4 2025 | Jan 29, 2026 |
| Bensler, LLC | History | Added to | 707,053 | 35,872 | 3.59% | 3.32% | 4 | +75,532 | 11.96% | Q4 2025 | Feb 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 368,336 | 18,687 | 0.01% | 0.01% | 5 | +40,968 | 12.51% | Q4 2025 | Feb 18, 2026 |
| Berkeley, Inc | History | Added to | 314,208 | 15,941 | 5.07% | 5.09% | 6 | +1,132 | 0.36% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Reduced | 278,966 | 14,153 | 0.0% | 0.0% | 7 | -12,016 | -4.13% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 272,605 | 13,830 | 0.02% | 0.03% | 8 | -133,350 | -32.85% | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 234,350 | 11,889 | 1.43% | 1.49% | 9 | +6,222 | 2.73% | Q4 2025 | Jan 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 191,093 | 9,695 | 0.33% | 0.33% | 10 | +10,271 | 5.68% | Q4 2025 | Jan 14, 2026 |
| Bleakley Financial Group, LLC | History | New | 187,911 | 9,533 | 0.17% | — | 11 | +187,911 | New | Q4 2025 | Feb 09, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 180,528 | 9,174 | 2.06% | 2.24% | 12 | -1,518 | -0.83% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 129,599 | 6,575 | 0.02% | — | 13 | +129,599 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 119,945 | 6,085 | 0.02% | 0.02% | 14 | +11,334 | 10.44% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 113,554 | 5,761 | 0.0% | 0.0% | 15 | +99,120 | 686.71% | Q4 2025 | Feb 13, 2026 |
| American National Bank of Texas | History | New | 110,169 | 5,589 | 5.37% | — | 16 | +110,169 | New | Q4 2025 | Jan 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 105,083 | 5,331 | 0.14% | 0.04% | 17 | +76,333 | 265.51% | Q4 2025 | Jan 23, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 104,983 | 5,326 | 0.89% | 0.91% | 18 | +13,211 | 14.4% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 98,906 | 5,018 | 0.0% | 0.0% | 19 | -3,359 | -3.28% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 98,008 | 4,972 | 0.01% | 0.0% | 20 | +48,501 | 97.97% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 88,412 | 4,485 | 0.49% | 0.46% | 21 | +8,258 | 10.3% | Q4 2025 | Jan 23, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 65,628 | 3,329 | 2.43% | 2.54% | 23 | +1,962 | 3.08% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 65,628 | 3,329 | 0.04% | 0.04% | 22 | +1,690 | 2.64% | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 50,252 | 2,549 | 0.28% | — | 24 | +50,252 | New | Q4 2025 | Feb 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 47,710 | 2,420 | 0.52% | 0.33% | 25 | +28,170 | 144.17% | Q4 2025 | Feb 12, 2026 |
| Certified Advisory Corp | History | New | 42,658 | 2,164 | 0.2% | — | 26 | +42,658 | New | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | New | 41,186 | 2,089 | 0.01% | — | 27 | +41,186 | New | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 35,652 | 1,808 | 0.0% | 0.0% | 28 | -7,422 | -17.23% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 32,802 | 1,664 | 0.0% | 0.0% | 29 | +594 | 1.84% | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 31,348 | 1,590 | 0.44% | — | 30 | +31,348 | New | Q4 2025 | Feb 05, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | New | 28,529 | 1,447 | 0.53% | — | 31 | +28,529 | New | Q4 2025 | Jan 27, 2026 |
| Atlas Wealth LLC | History | Reduced | 24,125 | 1,223 | 0.37% | 0.48% | 32 | -5,021 | -17.23% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 19,668 | 997 | 0.04% | — | 33 | +19,668 | New | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 15,941 | 808 | 0.35% | — | 34 | +15,941 | New | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 14,792 | 752 | 0.02% | 0.01% | 35 | +9,079 | 158.92% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,263 | 723 | 0.06% | 0.04% | 36 | +5,558 | 63.85% | Q4 2025 | Jan 26, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 11,562 | 586 | 0.32% | 0.16% | 37 | +5,822 | 101.43% | Q4 2025 | Jan 28, 2026 |
| ProCore Advisors, LLC | History | New | 10,277 | 521 | 0.53% | — | 38 | +10,277 | New | Q4 2025 | Jan 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,175 | 516 | 0.01% | 0.01% | 39 | +2,238 | 28.2% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,011 | 507 | 0.0% | 0.0% | 40 | +491 | 5.16% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 9,939 | 504 | 0.02% | 0.02% | 41 | +1,752 | 21.4% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 9,681 | 491 | 0.01% | 0.01% | 42 | -392 | -3.89% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | New | 8,723 | 442 | 0.01% | — | 43 | +8,723 | New | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 8,386 | 425 | 0.0% | — | 44 | +8,386 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,785 | 344 | 0.0% | 0.0% | 46 | +6,594 | 3452.36% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,795 | 344 | 0.0% | 0.0% | 45 | -444 | -6.13% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 6,163 | 312 | 0.02% | 0.04% | 47 | -6,231 | -50.27% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,181 | 262 | 0.0% | 0.0% | 48 | +839 | 19.32% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,116 | 208 | 0.0% | 0.0% | 49 | -34,538 | -89.35% | Q4 2025 | Mar 25, 2026 |
| COMERICA BANK | History | Added to | 3,241 | 164 | 0.0% | 0.0% | 50 | +599 | 22.67% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,488 | 75 | 0.0% | — | 51 | +1,488 | New | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,013 | 51 | 0.01% | 0.04% | 52 | -2,130 | -67.77% | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | No change | 340 | 17 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kozak & Associates, Inc. | History | No change | 305 | 15 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | No change | 148 | 8 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 140 | 7 | 0.0% | — | 56 | +140 | New | Q4 2025 | Feb 17, 2026 |
| Costello Asset Management, INC | History | Added to | 126 | 6 | 0.0% | 0.0% | 57 | +66 | 110.0% | Q4 2025 | Feb 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 117 | 5 | 0.0% | 0.0% | 58 | +2 | 1.74% | Q4 2025 | Jan 15, 2026 |
| Global Wealth Strategies & Associates | History | New | 75 | 3 | 0.0% | — | 59 | +75 | New | Q4 2025 | Jan 02, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -75,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rede Wealth, LLC | History | Closed out | 0 | 0 | — | 2.54% | — | -63,666 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,064 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,199 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -726 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 10, 2025 |